Onesource Wealth Management
Firm details
- Headquarters
- Granite Bay, California
- CRD number
- 319078
- Registered since
- April 18, 2024
- Website
- www.healthwealthadvisory.com
- Custodians
- CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI63.85%
- Individuals32.97%
- Corporations / Businesses3.03%
- Pension & Profit Sharing Plans0.15%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Onesource Wealth Management is an independent, LLC-structured registered investment adviser that registered with the SEC in 2024. The firm serves individual and family clients, offering financial planning, portfolio management for individuals and small businesses, pension consulting services, and educational seminars or workshops. Its client billing is a mix of percentage-of-assets and fixed fees. Onesource describes equities as a primary preference and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities48%
- Investment Grade Corp Bonds25%
- Public Funds/Mutual Funds12%
- Cash & Cash Equivalents12%
- Non-Exchange Traded Equities1%
Owners & executives
2 of 2
Giuseppe Visconti
President, Chief Financial OfficerCRD 5514465
John Scambray
CEO & Co-FounderCRD 2231726
Contacts
1 of 1
Jennifer Schuette
Compliance DirectorCRD 2759403
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Granite Bay, CA
Placer
Location
Granite Bay, CA
Headquartered in Granite Bay, CA, anchoring the Sacramento-Roseville, CA metro in the West.
- Metro area
- Sacramento-Roseville, CA
- Region
- West
- County
- Placer
- Address
- 4080 Cavitt Stallman Rd
- Time zone
- PT (UTC-8)
- Office locations
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